Topics and Events
Exit Planning is a Path to Diversification of Wealth
Most owners of privately-held businesses have the majority of their wealth trapped in their illiquid business. What this means is that without a path to turn the value in your business into cash, your overall wealth will continue to stay concentrated in your...
How Can I Score My Company’s Owner Dependence?
A majority of private businesses are highly dependent upon an owner’s individual efforts. Most owners intuitively understand that if they are a critical part of each area of their business, then it is going to be very difficult to have a business transition to a new...
Why Should I Know / Score My Company’s Dependence on Me?
A majority of private businesses are highly dependent upon an owner’s individual efforts in order to run efficiently. However, many owners want to be more independent of their businesses. Most owners also understand that if they are a critical part of each major...
A Time To Reap, A Time to Sow
Life and business are both like the harvests in that they run in seasons. And from this truism comes the saying that “there is a time to reap and there is a time to sow”. Harvests are most successful when the seeds and growth have occurred at the right time and the...
Eight (8) Reasons to Plan Your Exit in 2016
With each New Year comes thoughts of new beginnings and resolutions. For businesses, this also comes with planning for the year ahead. This newsletter is written for business owners who run their own companies and have the majority of their personal net worth tied...